Editable administrative note in client profile header
Add a small, customizable administrative note at the top of a client's profile, near their basic contact information. It should be a short note that remains visible whenever the client's profile is opened, without needing to navigate to another section or open a separate document. Example uses:
Scholarship or funded sessions: For clients receiving financial assistance, such as military-connected clients with scholarships or outside funding, note "Session 4 of 10 covered sessions."
Insurance or billing reminders: Quick reminders about authorization limits, payment arrangements, or other billing considerations.
Administrative reminders: Important scheduling or account-related information that needs to be easily accessible.
The notes should be editable quickly and updated as needed, for example changing "Session 4 of 10" to "Session 5 of 10" after the next appointment. They should be internal and visible only to the provider or authorized practice staff, rather than appearing in the client's portal or clinical documentation. Rationale: as a therapist and practice owner working with clients who sometimes have a limited number of sessions covered through scholarships, military-related programs, or other funding sources, being able to quickly see how many sessions have been used and how many remain would help stay organized and avoid accidentally exceeding available funding. It would also keep important administrative reminders easily accessible without having to search through billing records or client notes. A small, editable administrative note at the top of the client profile would be a simple but valuable addition to Upheal.
Log in to comment and vote
No comments yet
Be the first to share your thoughts.